We have been using Attachment and we have just started to explore Files so bear with me if this question is silly.

I am aware that I can upload files using the "Files" tab but I would like to upload a PDF file only for a specific custom/standard record..not just a general upload.

Also do we have to resort to salesforce dev to do that (ContentVersion, ContentDocumentLink creation).

Is there a OOTB way to just upload a "File" pdf file against a custom/standard object record (like how we have for Attachment) ?

1 Answer 1


Yes, you can add files related list on page layout of an object and upload files like you do on attachment.

You can review this help article for more

It would be something like this - for example in an account here enter image description here

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